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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

728 hedge funds and large institutions have $11.9B invested in Schwab US Large- Cap ETF in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 288 increasing their positions, 230 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+95
Holders Change %
+15.01%
% of All Funds
14.38%
Holding in Top 10
155
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+20.16%
% of All Funds
3.06%
New
134
Increased
288
Reduced
230
Closed
30
Calls
$677K
Puts
$59.5M
Net Calls
-$58.9M
Net Calls Change
-$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.39B
2
Charles Schwab
2
Charles Schwab
California
$828M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$87.5M
4
Truist Financial
4
Truist Financial
North Carolina
$42.1M
5
UBS Group
5
UBS Group
Switzerland
$177M

Top Sellers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$98.4M
2
AssetMark Inc
2
AssetMark Inc
California
$111M
3
TIM
3
Total Investment Management
Arizona
$1.99M
4
SEI Investments
4
SEI Investments
Pennsylvania
$1.35B
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHPM
501
Emery Howard Portfolio Management
California
$505K +$5.38K +420 +1%
ZIM
502
Zacks Investment Management
Illinois
$499K +$499K +38,982 New
WI
503
Wedgewood Investors
Pennsylvania
$493K – – –
BMM
504
Berkshire Money Management
Massachusetts
$488K +$23.8K +1,860 +5%
FWCM
505
Ferguson Wellman Capital Management
Oregon
$486K – – –
FANJ
506
Financial Architects (New Jersey)
New Jersey
$485K -$1.46K -114 -0.3%
ACM
507
Armbruster Capital Management
New York
$470K -$1.92K -150 -0.4%
BAC
508
Boys Arnold & Co
North Carolina
$458K – – –
SWM
509
Southern Wealth Management
Texas
$457K +$457K +35,712 New
RIA
510
Realta Investment Advisors
Delaware
$454K +$1.21K +96 +0.3%
GIA
511
GHP Investment Advisors
Colorado
$447K -$19.8K -1,548 -4%
NL
512
NWAM LLC
Washington
$444K -$76.2K -5,946 -15%
HIC
513
Hartline Investment Corp
Illinois
$440K +$77 +6 +0%
DLHL
514
Donald L. Hagan LLC
Florida
$437K +$437K +33,096 New
BFC
515
Bedel Financial Consulting
Indiana
$434K – – –
TWA
516
TCI Wealth Advisors
Arizona
$434K +$154 +12 +0%
MCM
517
Maryland Capital Management
Maryland
$434K +$434K +33,936 New
OFS
518
Oldfather Financial Services
Nebraska
$427K +$427K +32,826 New
SS
519
Sunbelt Securities
Texas
$427K +$427K +33,384 New
SC
520
Schoolcraft Capital
Colorado
$426K +$8.83K +690 +2%
PAM
521
Premier Asset Management
Illinois
$426K -$508K -39,690 -54%
HB
522
Homrich & Berg
Georgia
$423K +$169K +13,212 +67%
RM
523
Resource Management
Louisiana
$422K +$422K +32,988 New
SPP
524
Single Point Partners
Massachusetts
$417K +$417K +32,538 New
HWA
525
Heartwood Wealth Advisors
Virginia
$405K +$405K +31,608 New
19 20
21
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